Merging two investments

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Posted by Luca on May 27, 2007 at 17:55:08:

I imported the history for my 401k going back 5 years from msMoney. Now I want to keep it updated by downloading the new transactions directly from Fidelity NetBenefits.

When I do so, FM wants to add new investments even if I already have these investments in the portfolio. I tried to use the same exact name, but that doesn't trigger a match.

How should I resolve this? How can I tell FM that these transactions are not for new investments, but for existing ones.

Thanks,
.luca

Replies:

• Re: Merging two investments Mark 20:26:49 05/27/07 (0)